Advanced Micro Devices Inc (AMD)

[sgolds]

Petz, that Itanium estimate -

Intel market share (P4/(P4+AMD)) was up at least 0.5%, per Paul Otellini.

And you believed him? Intel often says they increased marketshare, only to have independent surveys show otherwise.

Overall, Itanium unit sales are so small as to be a rounding error. You can't make an estimate based on other sales - it is like trying to estimate a pimple on a warthog!

What was unsaid is the key. I recall that on the day after the Intel CC, it was posted on the Intel board (I think by wbmw) that he was dissapointed the CC said so little about Itanium, that it was not a good sign.

Tune changes when they post on this side of the fence.